Paraplanner - Ifa

Are you an experienced paraplanner with a passion for financial planning and a knack for problem-solving? Do you want to work for a company that values your skills and offers you a competitive salary and benefits package? If so, my client might be the perfect fit for you.

They are one of the UK’s leading financial advisory firms, providing bespoke solutions to clients across the country. They are looking for a paraplanner to work closely with a financial adviser and other colleagues in the city office in London. As a paraplanner, you will be responsible for:

• Researching and analysing products and providers for clients, ensuring they meet their needs and goals
• Preparing and maintaining client records and suitability reports in line with company policy and regulatory standards
• Reviewing contracts and terms from product providers and recommending suitable solutions to financial advisers
• Researching investment funds and ensuring they are aligned with clients’ risk profiles
• Undertaking annual reviews for existing clients and making appropriate recommendations
• Dealing with clients both on the phone and face to face, building rapport and trust
• Identifying opportunities to enhance best practice and quality of service

To be considered for this role, you will need:

• At least 2 years of experience as a paraplanner, with proven report writing skills
• Level 4 Diploma in Financial Planning or working towards it
• Excellent knowledge of key areas of financial planning, such as trusts, personal taxation, pension legislation, protection, and investment principles
• Attention to detail, with excellent written and verbal communication skills
• Strong professional interpersonal skills, in dealing with both IFA’s, colleagues and clients

In return, you will enjoy:

• A competitive salary, dependent on your skills and experience
• 25 days of annual leave, plus bank holidays
• Auto enrolment pension scheme
• Training and support towards industry recognised certifications
• Death in service benefit
• A friendly and supportive work environment

If you are interested in this opportunity, get in touch for an exploratory chat.